Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHALEN, DAVEY & LOONEY, LLP.
Plan sponsor
Name
WHALEN, DAVEY & LOONEY, LLP
EIN
15-0614604
Address
414 JAY STREET · OGDENSBURG, NY · 13669
Phone
(315) 393-1910
Industry
CPA Offices· Professional & Technical Servicessee all
